See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,769 | $74,888-21.5% | $71,209-17.5% | $142,382-58.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.79% | 345.14%-328.4pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,319 | $2,854-18.7% | $2,721-14.8% | $4,299-46.1% |
| Participant deferral / active EE | $5,158 | $4,454+15.8% | $4,175+23.5% | $6,507-20.7% |
| Admin fee / account holder | $607 | $5,568-89.1% | $5,349-88.7% | $12,624-95.2% |